Updates

Upcoming Webinar: Common Estate Planning Mistakes  February 6, 2024 By Sound Stewardship Team

Will your estate plan do what you hope it will? It's not enough to have some documents in a dusty b…

Top 10 Estate Planning Mistakes to Avoid  January 26, 2024 by Jonathan Harrison, CFP®

Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, n…

The Best and Worst Investments of the Last 10 Years  January 8, 2024 by Jonathan Harrison, CFP®

Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest rig…

Where the Sound Stewardship Team Gave in 2023  December 20, 2023 by Jonathan Harrison, CFP®

We strive to weave our Sound Stewardship Principles into every financial decision. Our capstone principle, give generously, is our favorite to see in action. The joy that comes from giving – and he…

Webinar Replay – Navigating Travel with Financial Confidence  December 18, 2023 by Heatherlee Peterman

If you are traveling in 2024, we want to ensure you're well-prepared to make the most of your travel experiences while still being a good steward.Join Travel Agent Karen Harrison and Wealth Advisor D…